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Farrell Financial’s iShares TIPS Bond ETF TIP Stock Holding History

Farrell Financial’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$769K Buy
7,029
+79
+1% +$8.73K 0.42% 40
2026
Q1 		$767K Sell
6,950
-169
-2% -$18.7K 0.46% 39
2025
Q4 		$782K Buy
7,119
+98
+1% +$10.9K 0.46% 38
2025
Q3 		$781K Sell
7,021
-186
-3% -$20.5K 0.49% 37
2025
Q2 		$793K Buy
7,207
+247
+4% +$26.9K 0.53% 36
2025
Q1 		$773K Sell
6,960
-455
-6% -$49.4K 0.56% 34
2024
Q4 		$790K Sell
7,415
-148
-2% -$16K 0.56% 34
2024
Q3 		$821K Sell
7,563
-230
-3% -$25K 0.58% 33
2024
Q2 		$832K Buy
7,793
+67
+0.9% +$7.12K 0.65% 33
2024
Q1 		$830K Sell
7,726
-694
-8% -$74.2K 0.68% 32
2023
Q4 		$875K Buy
+8,420
New +$880K 0.88% 28

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Farrell Financial's TIP Position: Q2 2026 in Review

Farrell Financial increased its iShares TIPS Bond ETF (TIP) stake by 1.1% in Q2 2026, buying an estimated $8.73K and bringing the position to 7,029 shares worth $769K. The position accounts for 0.42% of the portfolio, ranked #40.

Farrell Financial first reported a position in TIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $875K in Q4 2023. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Farrell Financial held 7,029 shares of iShares TIPS Bond ETF worth $769K as of Q2 2026.
  • Farrell Financial bought 79 iShares TIPS Bond ETF shares in Q2 2026, an estimated $8.73K.
  • iShares TIPS Bond ETF made up 0.42% of Farrell Financial's portfolio in Q2 2026, its #40 holding.
  • Farrell Financial first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Farrell Financial's iShares TIPS Bond ETF position peaked at $875K in Q4 2023.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Farrell Financial's 13F filing for Q2 2026, filed 10 Jul 2026.